Scenario to Main Org Merge

Implement approved scenarios to your Main Org

Merge an approved scenario into Main Org to make planned changes the new organizational baseline.

Note: Scenario to Main org Merge is only used for accounts with no automated integration setup.

Before you start:

• Only approved scenarios can be merged

• Only admins can perform this operation

• Merges are permanent

How to Merge

1. Navigate to Main Org

2. Open toolbar > Data Management > Merge Approved Scenarios to Main

3. Select the approved scenario from the list

4. Click Next

Select fields to merge:

• Select All (recommended) — all scenario changes apply to Main Org

• Selective fields — only chosen fields update (e.g., Department only); useful when a scenario only modeled one type of change

Include New Positions:

• Check to bring new positions created in the scenario into Main Org

• Uncheck if new positions were hypothetical only

1. Review conflicts — when the same position was edited in both the scenario and Main Org since the scenario was created, a conflict appears. Click "Use Scenario Values for All Conflicts" — approved scenarios should be treated as the source of truth.

2. Click Merge to Main

3. Wait for completion, then verify changes in Main Org

Full Org vs. Partial Org Scenarios

The merge process is the same for both. A Partial Org scenario only affects positions within its scope — the rest of Main Org is untouched.

Before Merging

• Verify the scenario is fully approved

• Review the scenario one more time — open it and check the OpEx Panel for complete impact

• Communicate to affected teams that changes are going live

• Choose your timing — merge during low-activity periods and coordinate with team announcements

After Merging

• Browse Main Org to confirm changes applied (new positions, reporting changes, modifications)

• Notify stakeholders that changes are live and share the updated org chart if needed

• Archive the scenario or keep it for historical reference

Troubleshooting

Problem	Solution
Scenario doesn't appear in merge list	Verify scenario status = "Approved"; check admin permissions; refresh the page
New positions didn't merge	"Include New Positions" was unchecked — create a new scenario with just those positions and merge
Some changes didn't apply	Check which fields were selected; verify conflicts were resolved with scenario values
Merge is taking a long time	Wait — large orgs with many changes take longer; don't refresh the page

Related Articles

• Scenario Approvals

• Scenario Merging